How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Robert M. Your Own Question

Robert M.
Robert M., Consultant
Category: Financial Software
Satisfied Customers: 7354
Experience:  30 yrs. of computer experience in financial and marketing departments.
23372949
Type Your Financial Software Question Here...
Robert M. is online now
A new question is answered every 9 seconds

Ive used Quicken 2004 for years for our personal finances.

Resolved Question:

I've used Quicken 2004 for years for our personal finances. I recently installed the latest system (OS X Lion) on my Macbook Pro. I now cannot open Quicken. I'm holding out hope that you have a solution for this. I have years of our finances on Quicken. I was told that the data is still there. However, because my version is 2004, I cannot upgrade to the new Quicken by Intuit. I can't lose this date. Please... can you help me?
Submitted: 2 years ago.
Category: Financial Software
Expert:  Robert M. replied 2 years ago.

Unfortunately Intuit has no direct way to go from 2004 to the current versions of 2007 or essentials that will run under lion.

 

You have a couple of choices. You can purchase a used copy of 2005 and go through that ( although it would have to be done on a snow leapard machine )

 

If you have access to a pc you can convert it to 2004 on the pc and then purchase a copy of 2012 ( which you can return within 60 days ) and from there to the 2007 on the mac

 

You can create a snow leapard partition on your mac and run the 2004 in that.

 

I can give you more detailed instructions for any of those options if you want

Customer: replied 2 years ago.
Thank you for your reply. I'm not too hip on all this, but want to try so I can get my data back.

I have no idea how to create a Show Leopard partition on my mac. If I chose this option, would I then be able to upgrade that to a later version of Quicken, and then to the 2012 version?

If I were to have access to a pc (a friend's), how would I get my Quicken 2004 data (which I can't open on my mac) to the pc?
Expert:  Robert M. replied 2 years ago.

Its a process and you need to have the 2004 running to do it. Then you export a qif file from the mac and import that into the windows program complete details on this page

http://quicken.intuit.com/support/help/converting-quicken-for-mac-files-to-quicken-for-windows/GEN82367.html

 

The windows 2012 will read the file that windows 2004 creates automatically

the 2004 windows is available free on this site http://quicken.intuit.com/support/help/install--register--and-convert/using-an-intermediate-version-to-convert-older-versions-of-quicken/GEN82211.html

 

These instructions will convert from windows to mac 2007

http://quicken.intuit.com/support/help/pre-sales-questions/convert-data-from-quicken-for-windows-to-quicken-for-mac/GEN82194.html

 

( the new 2007 is lion compatible a much more complete program than the essentials and also a lot cheaper. Available for $15 here http://quicken.intuit.com/personal-finance-software/quicken-2007-osx-lion.jsp

 

basic steps to creating a snow leapard partition are
1. In Lion applications go to utilities / Disk utilities
2. In the top left click on your main disk drive and there will be a "partition" option on the menu on the right
3. click on + on the lower corner to add a partition
4. give it a name and select the size. It should be at least 10 gb as snow leapard takes 6 itself and you need room for applications and data
5. put your original snow leapard cd in the drive and reboot the computer. It will boot from the cd and ask where you want to install the snow leapard. Select the new partition that you just made
6. Once that is complete you can remove the disk and reboot the computer and it will ask you which partition you want to boot from whenever you restart the computer.
7. Boot into the snow leapard partition and install the quicken 2007 on the snow leapard partition

 

If you do create the snow leapard partition you can load a copy of 2005 on it ( they are usually available at amazon or ebay but they can be a bit spendy ) convert the 2004 to 2005 and the 2007 mac will read a 2005 data file directly

Customer: replied 2 years ago.
That's a lot of info... thank you. This is starting to give me hope. It won't be easy for me, I'm not a techy.

I also have another computer that I don't use much (iMac). Is there a way to transfer the 2004 Quicken and my data to it from my laptop???
Customer: replied 2 years ago.
I didn't click "Like it!" as I thought that would mean I was done. At this point I am happy with the instructions provided. I received a note from "Just Answer" that my questions were being submitted to all Financial Software experts. I don't want you, RobMark, to have a negative mark from me. Thank you.
Expert:  Robert M. replied 2 years ago.

No it wont be easy but it is possible.

 

I have no idea what the message from just answer about submitting to all experts was about. Any of us can look at this but i doubt anybody else would jump in unless they thought i was wrong.

 

I do hope that you will push the like or accept button for me as that is what allows me to be paid. I will be happy to keep this question open in case you need help during the actual process and i will continue to help even after it is accepted if you post back in

 

Thank you.

Robert M., Consultant
Satisfied Customers: 7354
Experience: 30 yrs. of computer experience in financial and marketing departments.
Robert M. and other Financial Software Specialists are ready to help you
Customer: replied 2 years ago.
RobMark,

I also have another computer that I don't use much (iMac). Is there a way to transfer the 2004 Quicken and my data to it from my laptop???
Expert:  Robert M. replied 2 years ago.

Yes if you have the original cd that you installed from. ( if you did it via download it MAY still be on the quicken website for download but they only guarantee it will be there for 3 years )

 

 

You jst need to copy the data file from one machine to the other and install the quicken program. Then in the quicken go to

file / open

and browse to where you copied the data file

 

the data file should end with .qdfm

 

If you purchased from Intuit directly you can download again for 3 years.

 

go to https://quicken.intuit.com/commerce/account/secure/login.jsp?pagecontext=download


sign in with the email address and password that you used when you purchased it

click on downloads and unlocks

 

 

That should give you a list of any intuit product that you purchased online within the last 3 years with a download button. Click the download button next to the product that you want and then select RUN.

Customer: replied 2 years ago.
Well, I tried creating a new partition. I got to the area where that's done and clicked on 'partition'. But, it won't let me do anything. In fact, it says "This is the startup partition, you can't erase it." It talks about erasing and resizing. I think I'm over my head.
Expert:  Robert M. replied 2 years ago.

Yeah thats possible. It may be that you are already using the entire drive for the lion partition.

 

You should be able to resize it instructions are on this page

http://osxdaily.com/2009/11/20/resize-partitions-in-mac-os-x-with-disk-utility/

 

But honestly this is mac thng and I am more of a pc guy. It may be that if you only have 1 partition and its the boot partition it wont let you resize that.

 

JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Last | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
 
 
 

Meet The Experts:

 
 
 
  • Robert M.

    Consultant

    Satisfied Customers:

    2640
    30 yrs. of computer experience in financial and marketing departments.
< Last | Next >
  • http://ww2.justanswer.com/uploads/flopcat98/2009-11-02_004348_rob_suit.JPG Robert M.'s Avatar

    Robert M.

    Consultant

    Satisfied Customers:

    2640
    30 yrs. of computer experience in financial and marketing departments.
  • http://ww2.justanswer.com/uploads/DF/dfmcpa7691/2011-1-9_14443_mainprofileimage.64x64.jpg Doug Millington's Avatar

    Doug Millington

    Certified Public Accountant (CPA)

    Satisfied Customers:

    268
    Bachelor of Science Cornell University 1979 - CPA since 1981 - Certified QuickBooks ProAdvisor - 30+ years experience.
  • http://ww2.justanswer.com/uploads/BB/bbl242003/2010-12-15_24730_mr.BruceBecker.jpg bbl242003's Avatar

    bbl242003

    Accountant

    Satisfied Customers:

    182
    MBA
  • http://ww2.justanswer.com/uploads/AN/AnswerCPA/2011-9-25_161544_Photoprofessionalportraitseptia.64x64.jpg AnswerCPA's Avatar

    AnswerCPA

    Advisor

    Satisfied Customers:

    175
    QuickBooks Pro Advisor
  • http://ww2.justanswer.com/uploads/Leanne0424/2010-09-06_222047_Just_Answer.jpg Leanne Stewart's Avatar

    Leanne Stewart

    Quickbooks Pro Certified

    Satisfied Customers:

    153
    QuickBooks certified, in my own business for 7+ years.
  • http://ww2.justanswer.com/uploads/Welltor/2010-04-30_122105_welltor.jpg David Bennett's Avatar

    David Bennett

    Certified QuickBooks ProAdvisor

    Satisfied Customers:

    91
    16+ yrs exper. QuickBooks Specialist, contract accounting technician, consultant & trainer!
  • http://ww2.justanswer.com/uploads/JG/jgordosea/2012-6-7_43138_GordosVeritas.64x64.jpg jgordosea's Avatar

    jgordosea

    Enrolled Agent

    Satisfied Customers:

    75
    Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs